Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Studinger is a financial advisor in Bloomfield Hills, MI with over 25 years of experience in the industry. James has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. James is currently registered with Kestra Advisory Services, LLC. James holds the Series 63, Series 7, and Series 24 licenses. James is also a Chartered Financial Consultant. James's specializations include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
06/06/2017 - Present
Kestra Advisory Services, LLC (Bloomfield Hills MI)
SC
11/02/2001 - 09/03/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MI
06/23/1999 - 11/02/2001
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
OH
12/15/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
10/29/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
07/03/1996 - 10/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/03/1996 - 10/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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